Unclaimed
Tyler Kust is a financial advisor with over five years of experience in the industry. Tyler is currently registered with Russell Investments and has previously worked with GT Securities, Inc., BBVA Securities Inc., J.P. Morgan Securities LLC, and Edward Jones. Tyler has passed the Series 66, Series 63, SIE, and Series 7 exams. Tyler offers financial planning, pension consulting, selection of other advisors, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts and % of assets/advsmt
1
2
WI
04/19/2024 - Present
Russell Investments (Milwaukee WI)
CA
03/28/2023 - 06/20/2024
GT SECURITIES, INC. (LOS ANGELES CA)
AZ
06/15/2020 - 04/09/2021
BBVA SECURITIES INC. (SCOTTSDALE AZ)
AZ
04/01/2019 - 01/29/2020
J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)
MO
09/28/2018 - 01/24/2019
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 04/19/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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